Training Opportunities
The OTCnet Team offers a wide variety of training sessions, to help you and other OTCnet users explore and learn the latest OTCnet applications’ features.
All training sessions are held virtually and range from 30 to 45 minutes. They cover an assortment of specific tasks/or and activities related to OTCnet (Administration, Deposit Processing, and Check Processing.)
If you have any questions or require special accommodations, please call the OTCnet Deployment Team at 703.377.5586 or e-mail FiscalService.OTCDeployment@citi.com.
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| Topics | Description | Duration | Date | Registration |
|---|---|---|---|---|
| Deposit Processing Overview and Workflows | Join us for a refresher webinar series on Over-the-Counter Channel Application (OTCnet) that will address pain points and will offer training tips and how-to instructions to help you improve your performance in the OTCnet application! This session will review the deposit processing user roles and key workflows (e.g., creating/modifying a deposit, confirming/rejecting a deposit, creating a credit/debit adjustment) in the OTCnet application. We'll also highlight updates related to the 25X25 Treasury General Account (TGA) Network Initiative. The open Q&A session will allow you to ask questions and receive expert advice from the OTCnet team. | 30-45 minutes | Tuesday, September 23, 2025, at 1:30 PM ET | Register |
| Card Processing Updates and Workflows | Join us for a refresher webinar series on Over-the-Counter Channel Application (OTCnet) that will address pain points and will offer training tips and how-to instructions to help you improve your performance in the OTCnet application! This session will review the card processing updates (e.g., card reader models), key workflows, and integrated solution with credit/debit cards in the OTCnet application. We'll also highlight updates from recent Executive Orders related to modernizing payments. The open Q&A session will allow you to ask questions and receive expert advice from the OTCnet team. | 30-45 minutes | Tuesday, October 21, 2025, at 1:30 PM ET | Register |
| Check Processing Forms and Workflows | Join us for a refresher webinar series on Over-the-Counter Channel Application (OTCnet) that will address pain points and will offer training tips and how-to instructions to help you improve your performance in the OTCnet application! This session will review the check processing forms (e.g., Agency Site Profile) and key workflows (e.g., capturing, editing, and voiding checks, and managing batches) in the OTCnet application. The open Q&A session will allow you to ask questions and receive expert advice from the OTCnet team. | 30-45 minutes | Tuesday, November 18, 2025, at 1:30 PM ET | Register |
| OTCnet Marketing | Join us for a refresher webinar series on Over-the-Counter Channel Application (OTCnet) that will describe what OTCnet is and how it functions. We'll review the OTCnet payment processing options and discover the best fit for your organization. We'll wrap the 5-step process to onboard OTCnet and key training resources. Finally, we'll highlight updates from the recent OTCnet cloud migration. The open Q&A session will allow you to ask questions and receive expert advice from the OTCnet team. | 30-45 minutes | Thursday, December 11, 2025, at 1:30 PM ET | Register |